+152.1%
BTSG vs AGI
+17.6%
+134.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.9% |
| 7D | +2.7% | +0.6% | +2.1% | +2.6% |
| 30D | -3.6% | +18.2% | -21.9% | -6.0% |
| 3M | +5.8% | -4.1% | +9.9% | +5.5% |
| 6M | +44.7% | -28.7% | +73.4% | +49.1% |
| YTD | +62.2% | -4.0% | +66.1% | +61.6% |
| 1Y | +152.1% | +17.4% | +134.7% | +127.2% |
| All | +152.1% | +17.6% | +134.5% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling